Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,298
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$24.1M
3
+$22.3M
4
CRIS icon
Curis
CRIS
+$20.6M
5
VZ icon
Verizon
VZ
+$20.4M

Top Sells

1
+$45.7M
2
+$44.3M
3
+$36.3M
4
EFX icon
Equifax
EFX
+$31.6M
5
GE icon
GE Aerospace
GE
+$26.1M

Sector Composition

1 Technology 15.5%
2 Healthcare 11.61%
3 Industrials 11%
4 Financials 9.43%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.7M 0.3%
856,430
-180,859
102
$39.1M 0.3%
571,064
-29,892
103
$39.1M 0.29%
249,240
+470
104
$39M 0.29%
218,688
-6,876
105
$37.8M 0.29%
593,157
-77,510
106
$37.7M 0.28%
198,743
-5,920
107
$37.2M 0.28%
335,322
+39,323
108
$37.2M 0.28%
459,187
-186,687
109
$37.2M 0.28%
511,589
+31,810
110
$37M 0.28%
632,577
+212,014
111
$36.9M 0.28%
1,102,321
+46,897
112
$36.8M 0.28%
454,660
-277,746
113
$36.6M 0.28%
282,864
+8,534
114
$36.1M 0.27%
1,002,757
-27,320
115
$35.7M 0.27%
326,304
-681
116
$35.6M 0.27%
600,888
-334,060
117
$35.5M 0.27%
254,002
+4,829
118
$35.2M 0.27%
205,733
-1,994
119
$35.1M 0.26%
611,011
-134,033
120
$35.1M 0.26%
1,458,264
+178,120
121
$35M 0.26%
718,805
+46,117
122
$34.8M 0.26%
971,675
-192,640
123
$34.2M 0.26%
544,384
-16,520
124
$34M 0.26%
654,974
+72,980
125
$33.9M 0.26%
710,586
-20,982
3 4
5
6 7